Difference between revisions of "Category:Calendar"

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m (→‎Customise Display: Added this sentence about the 'Set PreferenceTo change the look of your Calendar and set your preferences, go to Settings > Account > Preferences)
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[[Category:Prices]]
 
[[Category:Prices]]
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[[Category:Guests and Bookings]]
 
 
[[Category:Introduction]]
 
[[Category:Introduction]]
 
[[Category:Customise_Control_Panel]]
 
[[Category:Customise_Control_Panel]]
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  ''This page is about the menu CALENDAR''
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[[Category:Daily_Use]]
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[[Category:Rules]]
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<div class="heading">Calendar</div>
 +
  This page is about the menu CALENDAR
 
__TOC__
 
__TOC__
−
 
−
 
 
== Overview ==
 
== Overview ==
  
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This is a table giving you a complete overview on your bookings, rates and occupation and inventory. By clicking on "Filter" then  ticking the boxes you can select what you want to display.
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This view gives you a complete overview on your bookings, rates and occupation and inventory. By clicking on "Filter" then  ticking the boxes you can select what you want to display.
  
−
<embedvideo service="youtube">https://youtu.be/K-whhBHhD4Q</embedvideo>
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<embedvideo service="youtube">https://youtu.be/nqwmt82JUVc</embedvideo>
  
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*bookings are displayed in red- hover the mouse over individual bookings or rates to show more information about them or click on them to open them in a pop up.
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*bookings are displayed in red (or your selected color) - hover the mouse over individual bookings to show more information or click on them to open them in a pop up.
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*rates in green for each room - click on them to open them in a popup.
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*rates in green for each room - hover the mouse over individual rates to show more information or click on them to open them in a popup.
  
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'''Inventory''': The number of rooms remaining to sell is also shown and they can be edited to quickly change your availability. Click to open a popup and save the changes in your inventory.
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'''Inventory''': The number of rooms remaining to sell is also shown and they can be edited to quickly change your availability. (It is only possible to lower the number  based on the value in SETTINGS - >  PROPERTIES -> ROOMS-> SETUP "Quantity of this type" and any existing bookings) Click to open a popup and save the changes in your inventory.
  
 
'''Add Booking:''' To add a booking click on the person+ icon.
 
'''Add Booking:''' To add a booking click on the person+ icon.
  
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'''Daily Prices''': You can set simple room prices here. Click in on the day the rate starts to open a popup and set price and date range and click SAVE. You may modify individual dates as required.
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'''Daily Prices''': You can enter the prices here. Click in on the day the rate starts to open a popup and set the price and date range and click SAVE. You may modify individual dates as required.
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To remove a price set it to 0 (numeral zero)
 
To remove a price set it to 0 (numeral zero)
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These daily prices are offered per room per night. Alternatively you can set prices using RATES in the '''RATES''' section in the top menu. Rates offer more flexibility to charge different prices for extra people, minimum stays etc.
 
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The price offered to the guest will be the lowest from your Daily Prices and your Rates which match the requested stay period.
 
  
 
'''Override Dates'''  
 
'''Override Dates'''  
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*NONE - the booking strategy is as defined for the property
 
*NONE - the booking strategy is as defined for the property
  
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'''Min Stay:''' Set a minimum stay.
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'''Min Stay:''' Set a minimum stay. (This can be used to '''override''' the Minimum stay in a '''RATE or Daily Price''' as long as the number is higher than that in the RATES/Daily Prices)
  
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'''Price Mulitplier:''' Adjust all rate by a percentage. (For an increase in price add a number in excess of 100 and for a lower price a number lower than 100)  
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'''Max Stay:''' Set a maximum stay. If you have set different maximum stays in other places (room, daily prices, rates) the system will use the lowest value.
  
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'''Diary Note:''' Click on a date to add a diary note for this day.
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'''Price Multiplier:''' Adjust all rates/daily price by a percentage. (For an increase in price add a number in excess of 100 and for a lower price a number lower than 100).
 +
If you use rates you can deacativate the multiplier by setting "Allow Multiplier" = No in the Summary tab of the rate.
 +
 
 +
Note: There is a is a limit of 1095 data elements at a time, if they are setting 365 days and 3 rooms this would be the limit.
 +
 
 +
== Diary and notes Function ==
 +
You can add notes for a property a room or a specific unit. When you have added a note a note icon will display on which you can hover.
 +
 
 +
Click on a date to add a diary note for this day. When you have a diary note you will see a bubble in the date field of the CALENDAR. Click on the icon will show the diary note.
 +
 
 +
Diary notes will also display in the "Diary"on the DASHBOARD on the day.  
  
 
[[Image:The-CLAENDAR.png|700px|link=]]
 
[[Image:The-CLAENDAR.png|700px|link=]]
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== Customise Display ==
 
== Customise Display ==
 +
You can set what is shown directly on the CALENDAR page.
  
−
[[Image:Adjust-CALENDAR-VIEW.png|700px|link=]]
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[[Image:Adjust-CALENDAR-VIEW.png|800px|link=]]
 
[[Media:Adjust-CALENDAR-VIEW.png|view large]]
 
[[Media:Adjust-CALENDAR-VIEW.png|view large]]
  
 +
=== Set preferences ===
 +
In SETTINGS->ACCOUNT->PREFERENCES you have a number of general settings to customise the look of your CALENDAR.
 +
 +
[[Image:Customise-CALENDAR.png|800px|link=]]
 +
[[Media:Customise-CALENDAR.png|view large]]
  
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To change the look of your Calendar and set your preferences, go to Settings >  Account > Preferences
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=== Customise how bookings display===
 +
In the "Bookings" section in SETTINGS->ACCOUNT->PREFERENCES you can customise how bookings are displayed. You can set
 +
*the guests name is displayed (Booking Show Name)
 +
*a text which shows when you hover on a booking (Booking Hover Text)
 +
*presets for flags which you can use to mark certain bookings (Booking Flag Text Presets)
 +
*presets for booking info codes
  
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'''Set preferences'''
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Use the context help (?icons) next to the settings for details.
 +
==== Use icons====
 +
This [[:Category:Bookings#Info|help page]] explains how to enhance the booking display with icons.
  
−
[[Image:Customise-CALENDAR.png|700px|link=]]
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=== Customise how rates display===
−
[[Media:Customise-CALENDAR.png|view large]]
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*In the "Summary" tab of the of the rate you can set a color for each rate.  
 +
*In SETTINGS->ACCOUNT->PREFERENCES you can set if the only the name is displayed in the calendar or the name and the prices.
  
 +
===Customise how daily prices display===
 +
In the settings for the daily prices you can set a background color.
  
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'''Customise room display:'''
 
  
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[[Image:Define-Room-Display.png|700px|link=]]
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=== Customise room display===
 +
[[Image:Define-Room-Display.png|800px|link=]]
 
[[Media:Define-Room-Display.png|view large]]
 
[[Media:Define-Room-Display.png|view large]]
  
 
== Show Groups of Properties ==
 
== Show Groups of Properties ==
−
Properties can be opened as groups in the calendar. Use the SETTINGS-> BOOKING PAGE-> MULTIPLE PROPERTIES-> PROPERTY SETTINGS "Group Keywords "setting to assign keywords to each property. These keywords will appear in the property selector and show all properties having that keyword.
+
Properties can be opened as groups in the calendar. Use the SETTINGS-> BOOKING ENGINE-> MULTIPLE PROPERTIES-> PROPERTY SETTINGS "Group Keywords "setting to assign keywords to each property. These keywords will appear in the property selector and show all properties having that keyword.
  
 
== Enhance Performance ==
 
== Enhance Performance ==
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*Turn off all rows which you are not using via the "Show" selector"
 
*Turn off all rows which you are not using via the "Show" selector"
 
*Avoid opening all properties. Instead open individual properties or create property groups
 
*Avoid opening all properties. Instead open individual properties or create property groups
 +
 +
== Further Customisation using CSS ==
 +
If you are comfortable working with CSS you can use custom [[CSS|CSS]] to customise the control panel further.

Revision as of 16:51, 28 May 2020

Calendar
This page is about the menu CALENDAR

1 Overview

This view gives you a complete overview on your bookings, rates and occupation and inventory. By clicking on "Filter" then ticking the boxes you can select what you want to display.

  • bookings are displayed in red (or your selected color) - hover the mouse over individual bookings to show more information or click on them to open them in a pop up.
  • rates in green for each room - hover the mouse over individual rates to show more information or click on them to open them in a popup.

Inventory: The number of rooms remaining to sell is also shown and they can be edited to quickly change your availability. (It is only possible to lower the number based on the value in SETTINGS - > PROPERTIES -> ROOMS-> SETUP "Quantity of this type" and any existing bookings) Click to open a popup and save the changes in your inventory.

Add Booking: To add a booking click on the person+ icon.

Daily Prices: You can enter the prices here. Click in on the day the rate starts to open a popup and set the price and date range and click SAVE. You may modify individual dates as required.

To remove a price set it to 0 (numeral zero)

Override Dates

  • BLACKOUT will close the room so it is not available for booking
  • NO CHECK IN - guests can not check in on this day but guests checking in before can stay on this day
  • NO CHECK OUT - guests can not check out on this day but guests checking in before this date can stay on this day
  • NO CHECK IN AND NO CHECK OUT - guests can not check in or check out on this day but guests checking in before can stay on this day
  • EXCEPTION will apply the booking rule for the "Exceptional Period" set in SETTINGS -> PROPERTIES -> BOOKING RULES
  • NONE - the booking strategy is as defined for the property

Min Stay: Set a minimum stay. (This can be used to override the Minimum stay in a RATE or Daily Price as long as the number is higher than that in the RATES/Daily Prices)

Max Stay: Set a maximum stay. If you have set different maximum stays in other places (room, daily prices, rates) the system will use the lowest value.

Price Multiplier: Adjust all rates/daily price by a percentage. (For an increase in price add a number in excess of 100 and for a lower price a number lower than 100). If you use rates you can deacativate the multiplier by setting "Allow Multiplier" = No in the Summary tab of the rate. 

Note: There is a is a limit of 1095 data elements at a time, if they are setting 365 days and 3 rooms this would be the limit.

2 Diary and notes Function

You can add notes for a property a room or a specific unit. When you have added a note a note icon will display on which you can hover.

Click on a date to add a diary note for this day. When you have a diary note you will see a bubble in the date field of the CALENDAR. Click on the icon will show the diary note.

Diary notes will also display in the "Diary"on the DASHBOARD on the day.

The-CLAENDAR.png view large

3 Customise Display

You can set what is shown directly on the CALENDAR page.

Adjust-CALENDAR-VIEW.png view large

3.1 Set preferences

In SETTINGS->ACCOUNT->PREFERENCES you have a number of general settings to customise the look of your CALENDAR.

Customise-CALENDAR.png view large

3.2 Customise how bookings display

In the "Bookings" section in SETTINGS->ACCOUNT->PREFERENCES you can customise how bookings are displayed. You can set

  • the guests name is displayed (Booking Show Name)
  • a text which shows when you hover on a booking (Booking Hover Text)
  • presets for flags which you can use to mark certain bookings (Booking Flag Text Presets)
  • presets for booking info codes

Use the context help (?icons) next to the settings for details.

3.2.1 Use icons

This help page explains how to enhance the booking display with icons.

3.3 Customise how rates display

  • In the "Summary" tab of the of the rate you can set a color for each rate.
  • In SETTINGS->ACCOUNT->PREFERENCES you can set if the only the name is displayed in the calendar or the name and the prices.

3.4 Customise how daily prices display

In the settings for the daily prices you can set a background color.


3.5 Customise room display

Define-Room-Display.png view large

4 Show Groups of Properties

Properties can be opened as groups in the calendar. Use the SETTINGS-> BOOKING ENGINE-> MULTIPLE PROPERTIES-> PROPERTY SETTINGS "Group Keywords "setting to assign keywords to each property. These keywords will appear in the property selector and show all properties having that keyword.

5 Enhance Performance

If you have many properties and/or slow internet you can do the following:

  • Show less data e.g. a week only
  • Turn off all rows which you are not using via the "Show" selector"
  • Avoid opening all properties. Instead open individual properties or create property groups

6 Further Customisation using CSS

If you are comfortable working with CSS you can use custom CSS to customise the control panel further.

Pages in category "Calendar"

The following 2 pages are in this category, out of 2 total. download this selection of articles as a PDF book

D

L

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